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Natural Resources/The Global Demographic Tailwind

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Last Post: 3/27/2017 8:28:30 PM - Followers: 163 - Board type: Free - Posts Today: 0

In many nations, a middle class is emerging for the first time in
history
. Companies who satisfy the demands of these consumers ought
to have better prospects in the coming years than companies who don't.
Natural Resources / The Global Demographic Tailwind
is a forum for investment ideas based on the above premise.


World map with country area proportional to population

PostSubject
#14527  Sticky Note The number of rigs deployed in U.S. oil JettLoneStar 03/25/17 03:46:26 PM
#14521  Sticky Note (CLF)—Daytime photo of Shengfang China (Hebei province): DewDiligence 03/25/17 01:13:10 PM
#14519  Sticky Note WY—Lumber prices are headed higher, says Barron’s: DewDiligence 03/25/17 12:52:48 PM
#14472  Sticky Note China proposes new FDA rules to speed up Bickema 03/20/17 12:46:34 PM
#14424  Sticky Note OPEC’s Misleading Narrative About World Oil Supply http://www.belfercenter.org/p Titan V 03/12/17 03:02:02 PM
#2768  Sticky Note The Rising Influence of Rising Affluence DewDiligence 05/28/11 02:46:24 PM
#14536   I suspect with the impending deaths of more OakesCS 03/27/17 08:28:30 PM
#14535   p.s. zerohedge seems like a venue intended to biotech_researcher 03/27/17 04:34:47 PM
#14534   You can quibble over the IRA-withdrawal issue, but DewDiligence 03/27/17 04:03:40 PM
#14533   Dew, you are leaving out the fact that wow_happens28 03/27/17 03:55:53 PM
#14532   FWIW—Just listened to a recent CAT webcast, where DewDiligence 03/27/17 03:09:51 PM
#14531   I don't see that happening. Even if the DewDiligence 03/27/17 02:58:47 PM
#14530   Two Trends That Will Force The Fed To wow_happens28 03/27/17 02:22:03 PM
#14529   (WY)—Mortgage rates will still be pretty low even DewDiligence 03/26/17 11:53:41 AM
#14528   WY- compelling story. Dew, how does the three biotech_researcher 03/26/17 08:09:19 AM
#14527   The number of rigs deployed in U.S. oil JettLoneStar 03/25/17 03:46:26 PM
#14526   U.S. shale producers are drilling at the highest JettLoneStar 03/25/17 03:45:54 PM
#14525   I don't know much about French politics, but biotech_researcher 03/25/17 03:29:04 PM
#14524   How does Le Pen spell nationalization? :^) I DewDiligence 03/25/17 02:53:35 PM
#14523   Coffee wars! Wall Street runs on Dunkin', not Starbucks Titan V 03/25/17 02:19:26 PM
#14522   TOT- I held TOT for a while, but biotech_researcher 03/25/17 02:10:00 PM
#14521   (CLF)—Daytime photo of Shengfang China (Hebei province): DewDiligence 03/25/17 01:13:10 PM
#14520   Barron’s plus TOT—a Big Oil that hasn’t been DewDiligence 03/25/17 01:09:59 PM
#14519   WY—Lumber prices are headed higher, says Barron’s: DewDiligence 03/25/17 12:52:48 PM
#14517   ABT has sold 77% of its original (Jan DewDiligence 03/24/17 10:13:01 AM
#14516   Both companies—DE and CAT—are currently overvalued, IMO. DewDiligence 03/24/17 09:21:30 AM
#14515   Chanos has been completely wrong with his CAT biotech_researcher 03/24/17 07:08:18 AM
#14514   Chanos may know exactly what he is doing. flatlander_60048 03/23/17 11:56:35 PM
#14513   Jim Chanos screwed up shorting CAT, I expect biotech_researcher 03/23/17 09:30:24 PM
#14512   There are other vendors, but DE has by DewDiligence 03/23/17 04:12:52 PM
#14511   Sounds like poor public relations on DE's part. wow_happens28 03/23/17 04:11:04 PM
#14510   DE maintains a monopoly on product service, but DewDiligence 03/23/17 03:42:25 PM
#14509   The only retailing stock I own is WFM, DewDiligence 03/23/17 12:29:29 PM
#14508   The retail apocalypse has officially descended on America Titan V 03/23/17 12:17:42 PM
#14507   China’s auto market looms as a trade flashpoint: DewDiligence 03/23/17 10:54:08 AM
#14506   SNY tells investors it cares about China (LOL): DewDiligence 03/23/17 10:24:56 AM
#14505   WFM’s share price is being supported by its DewDiligence 03/23/17 09:56:34 AM
#14504   Whole Foods – UBS began coverage of the biotech_researcher 03/23/17 08:27:14 AM
#14503   i wouldnt disparage the technological breakthroughs that have OakesCS 03/22/17 08:50:39 PM
#14502   Re: Shale production costs completely agree with the DewDiligence 03/22/17 02:02:54 PM
#14501   They could have simply said that CLB makes DewDiligence 03/22/17 01:56:04 PM
#14500   completely agree with the SI post. OakesCS 03/22/17 01:42:14 PM
#14499   Shale cost reductions—>10% Technology/90% industry bust: DewDiligence 03/22/17 09:58:43 AM
#14498   MSFT—Special version of Windows-10 for China’s government: DewDiligence 03/22/17 09:53:38 AM
#14497   The Fed has China in a Tough Spot wow_happens28 03/21/17 10:56:30 PM
#14496   Escaping China for America’s manufacturing renaissance Titan V 03/21/17 10:47:13 PM
#14495   Stuff about CLB that should be old hat DewDiligence 03/21/17 07:33:49 PM
#14494   The biggest reason Goehring and Rozencwajg expect to OakesCS 03/21/17 03:50:45 PM
#14493   Contrarian fund managers expect oil prices to double Titan V 03/21/17 02:01:42 PM
#14492   I'm now over 90% in cash after the biotech_researcher 03/21/17 11:43:34 AM
#14491   So, what changes are you making to your DewDiligence 03/21/17 11:36:12 AM
#14490   Extremely worried from a disruption of normal commerce biotech_researcher 03/21/17 11:33:14 AM
#14489   North Korea has doubled size of uranium-enrichment plant, DewDiligence 03/21/17 11:24:39 AM
#14488   If algae-derived oil strikes oil, I'll benefit from DewDiligence 03/20/17 05:54:10 PM
#14487   some biologic stereoisomers from algal organisms could conceivably OakesCS 03/20/17 05:48:09 PM
#14486   yeah, other governments will continue to fund the OakesCS 03/20/17 05:09:13 PM
PostSubject